company's pro forma

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behemot

Senior Member
Polish
Hello, I have a problem with the word "pro forma" in this sentence. Does it mean that they gave the client an invoice book to take notes?

"A client arrived with an iPad. Faced with the company’s pro forma on which to draft coaching
objectives, he declared, ‘I don’t do paper. I use my iPad for everything.’ A few minutes
into the session, the coach asked, ‘So what’s this for? What’s the bigger picture?’
‘Can I borrow a pen?’ the client responded. ‘I’ll draw a diagram.'"
 
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